Skip to content
Disclosery

WPC WP CAREY INC

Follow

REIT (common), issuer CIK 1025378

761 managers (784 13F filers) reported a position in WPC shares at 2024-12-31, 150,562,784 shares in all. 57 filers opened a position and 109 filers sold out during the quarter.

Managers
761
13F filers
784
New
57
Added
272
Reduced
289
Sold out
109
Shares held by filers
150,562,784

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pillar Financial Advisors, LLC1,489$81.1K0.06%13F-HRTimeline
Bruce G. Allen Investments, LLC1,471$80.1K0.07%+29313F-HRTimeline
IFP Advisors, Inc1,454$79.2K<0.01%+9513F-HRTimeline
Lindbrook Capital, LLC1,388$75.6K0.01%+45813F-HRTimeline
GPS Wealth Strategies Group, LLC1,379$75.1K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,359$74K0.02%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,351$73.6K0.01%013F-HRTimeline
North Star Investment Management Corp.1,348$73.4K0.01%-1,10113F-HRTimeline
CoreCap Advisors, LLC1,333$72.6K<0.01%+4213F-HRTimeline
Truvestments Capital LLC1,311$71.4K0.02%-1,18113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,300$70.8K<0.01%013F-HRTimeline
FSA Wealth Management LLC1,298$70.7K0.03%013F-HRTimeline
Advisors Asset Management, Inc.1,284$70K<0.01%+61413F-HR/ATimeline
Winch Advisory Services, LLC1,268$69.1K0.02%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,244$67.8K<0.01%013F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,170$63.7K0.02%+47013F-HRTimeline
Addison Advisors LLC1,136$61.9K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,135$61.8K0.02%013F-HRTimeline
WHITTIER TRUST CO1,100$59.9K<0.01%013F-HRTimeline
Avior Wealth Management, LLC1,079$58.8K<0.01%-34713F-HRTimeline
Glass Jacobson Investment Advisors llc1,067$58.1K0.02%-43313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roxbury Financial LLC1,014$57.9K0.06%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,000$55.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC992$54K<0.01%013F-HRTimelineGroup
Key Financial Inc991$54K0.01%+2213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/990$54K<0.01%-54,93213F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK990$53.9K<0.01%+8913F-HRTimelineGroup
Smartleaf Asset Management LLC964$52.6K0.01%+11013F-HRTimeline
EASTERN BANK965$52.6K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division961$52.4K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC950$52K<0.01%+713F-HRTimelineGroup
Quarry LP924$50.3K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC921$50.2K0.03%+313F-HRTimeline
MCF Advisors LLC891$49K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC887$48.3K0.01%new13F-HRTimeline
Plato Investment Management Ltd877$48K<0.01%new13F-HRTimeline
Independence Bank of Kentucky880$47.9K0.01%013F-HRTimeline
Bare Financial Services, Inc865$47.1K0.02%013F-HRTimeline
Bangor Savings Bank850$46.3K<0.01%013F-HRTimeline
Blue Trust, Inc.849$46.3K<0.01%-71013F-HR/ATimeline
Fourth Dimension Wealth, LLC800$43.6K0.02%13F-HRTimeline
Ridgewood Investments LLC750$40.9K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB749$40.8K<0.01%+9813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC743$40.5K<0.01%-32113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC741$40K<0.01%+40213F-HRTimelineGroup
PSI Advisors, LLC709$38.6K0.01%013F-HRTimeline
Tortoise Investment Management, LLC697$38K<0.01%013F-HR/ATimeline
Financial Management Professionals, Inc.696$37.9K<0.01%-51013F-HRTimeline
Wingate Wealth Advisors, Inc.673$36.7K0.04%13F-HRTimeline
Millstone Evans Group, LLC672$36.6K0.02%13F-HRTimeline
Quent Capital, LLC664$36.2K<0.01%-6913F-HRTimeline
Fortitude Family Office, LLC651$35.5K0.01%-2913F-HRTimeline
McIlrath & Eck, LLC614$33.5K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC598$32.6K0.02%013F-HRTimeline
HBW ADVISORY SERVICES LLC589$32.1K<0.01%-3,58313F-HRTimeline
Strengthening Families & Communities, L…591$32K0.02%-2613F-HRTimeline
New England Capital Financial Advisors …583$31.7K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC570$31.6K<0.01%013F-HRTimeline
Hilltop National Bank572$31.2K0.01%-12813F-HRTimeline
HHM Wealth Advisors, LLC545$29.7K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.531$28.9K<0.01%-23113F-HRTimeline
Brooklyn Investment Group530$28.9K0.01%+14713F-HRTimeline
City State Bank518$28.2K0.01%013F-HRTimeline
Belvedere Trading LLC513$27.9K<0.01%-1,74913F-HRTimeline
SUMMIT SECURITIES GROUP LLC500$27.2K0.01%-5,60013F-HRTimeline
Riverview Trust Co493$26.9K0.02%013F-HRTimeline
Versant Capital Management, Inc493$26.9K0.01%013F-HRTimeline
National Pension Service465$25.3K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.463$25.2K0.02%-46313F-HRTimeline
Hexagon Capital Partners LLC422$23K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST415$22.6K0.01%013F-HRTimeline
Covestor Ltd421$22K0.01%+613F-HRTimeline
Heritage Wealth Advisors402$21.9K<0.01%013F-HRTimeline
ESL Trust Services, LLC400$21.8K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC396$21.6K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC388$21.1K<0.01%+15013F-HRTimeline
Nemes Rush Group LLC376$20.5K<0.01%+4513F-HRTimeline
True Wealth Design, LLC353$19.2K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.349$19K<0.01%013F-HRTimeline
Creekmur Asset Management LLC347$18.9K<0.01%-113F-HRTimeline
Robbins Farley345$18.8K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…293$16K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.285$15.5K<0.01%013F-HRTimeline
REAP Financial Group, LLC284$15.5K<0.01%+12013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.270$15.1K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust247$13.5K<0.01%+513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC240$13.1K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC237$12.9K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.230$12.5K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.227$12.4K<0.01%013F-HRTimeline
GoalVest Advisory LLC222$12.1K<0.01%-34913F-HRTimeline
NCP Inc.212$11.5K0.01%+313F-HRTimeline
Nova Wealth Management, Inc.210$11.4K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…208$11.3K<0.01%+15013F-HRTimeline
Smithfield Trust Co200$11K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.192$10.5K<0.01%+213F-HRTimeline
Davis Capital Management191$10.4K0.01%013F-HRTimeline
Cornerstone Planning Group LLC158$9.02K<0.01%+1213F-HRTimeline
Hoese & Co LLP160$8.71K0.01%new13F-HRTimeline
Byrne Asset Management LLC160$8.48K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC150$8.17K<0.01%013F-HRTimeline
Crews Bank & Trust150$8.17K<0.01%13F-HRTimeline
Caldwell Trust Co150$8.17K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC146$7.95K<0.01%-8913F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding139$7.57K-3,228Timeline
Retirement Wealth Solutions LLC140$7.57K0.01%13F-HRTimeline
Blume Capital Management, Inc.134$7.3K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC132$7.19K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC131$7.14K0.01%13F-HRTimeline
Private Wealth Management Group, LLC130$7.08K<0.01%-5913F-HRTimeline
Bell Investment Advisors, Inc129$7.03K<0.01%+513F-HRTimeline
Beacon Capital Management, LLC129$7.03K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN125$6.81K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA120$6.54K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC116$6.32K<0.01%13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.113$6K<0.01%-6513F-HRTimelineGroup
Park Square Financial Group, LLC110$5.99K<0.01%13F-HRTimeline
Clearstead Advisors, LLC109$5.94K<0.01%+913F-HRTimeline
Rosenberg Matthew Hamilton108$5.88K<0.01%new13F-HRTimeline
Bogart Wealth, LLC100$5.45K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC100$5.45K0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC100$5.45K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.100$5.45K<0.01%13F-HRTimeline
Caitong International Asset Management …95$5.18K0.01%13F-HR/ATimeline
WR Wealth Planners, LLC94$5.12K<0.01%+613F-HRTimeline
Signature Resources Capital Management,…91$4.96K<0.01%013F-HRTimeline
BIRCHBROOK, INC.80$4.36K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC70$3.79K<0.01%+7013F-HRTimeline
BOKF, NAin group BOKF, NA68$3.66K<0.01%-313F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$3.54K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.59$3.21K<0.01%+2213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…53$2.94K<0.01%013F-HRTimeline
Financial Perspectives, Inc49$2.67K<0.01%013F-HRTimeline
IFS Advisors, LLC48$2.62K<0.01%013F-HRTimeline
Synergy Investment Management, LLC48$2.62K<0.01%13F-HRTimeline
High Note Wealth, LLC38$2.07K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC31$2K<0.01%-2313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC35$1.94K<0.01%new13F-HRTimeline
Sachetta, LLC34$1.85K<0.01%+2213F-HRTimeline
Red Tortoise LLC32$1.74K<0.01%013F-HRTimeline
Caitlin John, LLC28$1.5K<0.01%013F-HRTimeline
FLP Wealth Management, LLC25$1.36K<0.01%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL20$1.09K<0.01%+1613F-HRTimeline
Continuum Advisory, LLC19$1.03K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.16$873<0.01%13F-HRTimeline
Dunhill Financial, LLC14$787<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC14$763<0.01%013F-HRTimeline
Valued Wealth Advisors LLC11$609<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$545<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.8$4360.04%-7,57813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7$381<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC6$327<0.01%013F-HRTimeline
Crewe Advisors LLC5$273<0.01%new13F-HRTimeline
New Millennium Group LLC5$272<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC4$183<0.01%13F-HRTimeline
TFC Financial Management, Inc.2$109<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$109<0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC1$54<0.01%new13F-HRTimeline
Coston, McIsaac & Partners14$00%013F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC998,292$18.3K+988,40913F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.